TR FINANCIAL SERVICES PTY LTD


Address: Wayville, SA 5034, Australia

TR FINANCIAL SERVICES PTY LTD (Licence# 000486082) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is June 1, 2016.

Service Overview

Register Name AFS Licence
Licence Name TR FINANCIAL SERVICES PTY LTD
Licence Number 000486082
Licence ABN 79609906210
Issue Date 2016-06-01
Locality WAYVILLE
State SA
Postcode 5034
Country Australia

Licence condition

This licence authorises the licensee to carry on a financial services business to:
  • provide financial product advice for the following classes of financial products:
    • superannuation limited to:
      • self-managed superannuation fund;
    • a person s existing holding in a superannuation product but only to the extent required for:
      • making a recommendation that the person establish a self-managed superannuation fund; and
      • providing advice to the person on contributions or pensions under a superannuation product;
  • provide class of financial product advice for the following classes of financial products:
    • deposit and payment products limited to:
      • basic deposit products; and
    • superannuation; and
  • deal in a financial product by:
    • arranging for another person to issue, apply for, acquire, vary or dispose of a financial product in respect of the following classes of financial products:
      • superannuation limited to:
        • self-managed superannuation fund; and
    • arranging for another person to apply for, acquire, vary or dispose of financial products in respect of the following classes of financial products:
      • superannuation limited to:
        • self-managed superannuation fund;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001255458 BRENDAN FRANCIS HALL Current 2017-06-01
001255459 ALEXANDER JAMES HEHIR Current 2017-06-01
001255461 STEPHEN CHARLES STUART WATTS Current 2017-06-01
001255463 DAVID WAYNE RASHEED Current 2017-06-01
001255490 GEORGE ALEXANDER TURNER Current 2017-06-01
001255497 SHAUN PETER ALLAN Current 2017-06-01
001255499 MARK JONATHON ALLEN Current 2017-05-01
001255315 PETER LLOYD HARVEY Current 2016-07-01
001255276 RICHARD ADAM BUND Current 2016-06-01

Office Location

Locality WAYVILLE
State SA
Postcode 5034
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
GEM CAPITAL FINANCIAL ADVICE PTY LTD 2018-01-18 Goodwood, SA 5034, Australia
GODDARD, RICHARD JEFFREY 2017-04-04 Millswood, SA 5034, Australia
RVN ADVISORY PTY. LTD. 2017-01-10 Wayville, SA 5034, Australia
MILLSWOOD BEAN CRUNCHERS PTY LTD 2016-10-14 Millswood, SA 5034, Australia
KAIZEN WEALTH PTY LTD 2015-12-09 Wayville, SA 5034, Australia
EXELSUPER ADVICE PTY LTD 2012-11-12 Goodwood, SA 5034, Australia
FINANCE WISE GLOBAL SECURITIES PTY LTD 2011-03-01 Kings Park, SA 5034, Australia
HAYDEN FINANCIAL SERVICES PTY LTD 2003-11-18 Wayville, SA 5034, Australia
HOLDFAST INSURANCE BROKERS PTY. LTD. 2003-10-27 Wayville, SA 5034, Australia
KINSMEN SECURITIES LIMITED 2002-10-21 Wayville, SA 5034, Australia

Competitor

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Postal Code 5034

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Services Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.